The qualification certificate of the fund qualification examination is different from the qualification certificate. After passing the exam, candidates need to apply through established institutions to obtain qualification certificates. The following deep space network will explain the application process of fund qualification certificate, hoping to help.

Notes on application for fund qualification certificate

Application time:

The application time is not limited throughout the year. Persons who have obtained qualifications and worked in relevant institutions may apply to the Association through their institutions.

Application conditions:

Relevant personnel who have passed the two courses of the Fund Qualification Examination within four years and have worked in the institution shall apply for registration through their institutions.

Those who have not applied for the qualification of registered funds through institutions for more than four years need to re-take the qualification examination or make up the follow-up training hours specified in the last two years before registration.

Application process:

(1) First, the institution applies to the fund industry association for the account of the employee management system, and then the institution qualification manager applies for the qualification of registered funds for the employees through the management platform;

(2) Individuals submit registration applications → institutional review → internal publicity → institutional submission → association acceptance → external publicity → licensing;

To obtain the qualification certificate of fund practice, you can engage in the following work:

1. Senior managers of futures exchanges and futures brokerage companies;

2. Financial analyst;

3. Actuaries;

4. Stock analyst;

5. Fund manager;

What is the employment prospect of fund qualification certificate?

The qualification certificate of fund practice is a necessary certificate to enter the fund industry. Only after obtaining the certificate can you work in fund companies and financial institutions. For fund practitioners, there are many career directions, including fund companies, futures companies and independent fund sales organizations. With the rapid development of Internet, the business of traditional fund companies is transforming. At present, there is a large demand for fund talents, and the employment prospects are considerable.